Senior Administrator

Zoek Pin Barbican, Greater London, England

£29000 - £32000/annum plus benefits and bonus

Permanent (Full time)

Recently Posted

This Senior Administrator job in London is within a dynamic financial planning firm and who support career development
You will be supporting their team of Financial Advisors with high-quality support by undertaking the following duties:
* Onboarding clients, including preparation of applications
* Submitting applications to providers
* Building relationships with clients
* Ensuring all documents are completed for a compliant submission
* Participate in client meetings with the Financial Advisors, where appropriate
* Work closely with the paraplanning team
* Review and check suitability reports before they are sent to the Financial Advisors
Our client would encourage and support you with close mentoring and support you with study towards your CII exams to achieve DipPFS. This Senior Administrator role would likely lead into becoming a Paraplanner, for the right individual.
Senior Administrator Requirements
* You should have 3+ years administration experience within financial planning
* Individuals with R02, R03 or R04 would be preferable but not essential
The Company
This firm has been established for over 10 years and has a reputation for providing clients with a highly personal service that meets their needs. They develop dynamic financial strategies aligned to support the personal financial aspirations of each individual client, building long term relationships through their professional and friendly approach.
Senior Administrator Benefits
* Salary of £29,000 - £32,000 plus pension, life cover, critical illness cover, discretionary bonus and support towards CII exams
* Hybrid working with 50/50 split between office and home working
* Their offices are based in prestigious premises with excellent transport links close by
* Successful team of individuals who enjoy sharing each other’s success and foster a collaborative approach
Location
London
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